The Private Client Reserve of U.S. Bank

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The Private Client Reserve of U.S. Bank Employees

Employee
Years
Job
Industry
Will Hoppes Will Hoppes Portland, Oregon Area Details
Will Hoppes's The Private Client Reserve of U.S. Bank Experience August 2014 - Present
Job Investment Associate at The Private Client Reserve
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank   August 2014 - Present
Nothing But Green   July 2012 - August 2014
Brett Sports and Entertainment Inc. (Tri-Cities Dust Devils - minor league baseball)   May 2012 - August 2012
Vinaceus LLC / Fidelitas Wines (premium winery)   2006 - 2012

Skills
Sports, Leadership, Corporate Finance, Microsoft Excel, Entrepreneurship, Investments, Financial Modeling, Golf, Personal Finance, Financial Analysis, Sponsorship, DCF Valuation, Customer Service, Comparable Analysis, VBA

Education
University of Portland   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Lynn Christopher Lynn Christopher Saint Paul, Minnesota Details
Lynn Christopher's The Private Client Reserve of U.S. Bank Experience April 2001 - Present
Job Investment Management Associate
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   April 2001 - Present
US Bancorp Piper   June 2000 - March 2001
U.S. Bank   January 1989 - June 2000
Best Buy  1984 - 1989

Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset Management, Investments, Private Banking, Banking, Securities, Wealth Management..., Mutual Funds, Loans, Customer Service, Retirement Planning, Equities, Asset Managment, FactSet, SEI Trust 3000

Education
Hamline University   1984 — 1988
Bachelor of Arts (B.A.), Business Administration/Economics

Jill Forbes Jill Forbes Saint Louis, Missouri Details
Jill Forbes's The Private Client Reserve of U.S. Bank Experience September 2006 - Present
Job Trust Officer at US Bank
Industry Financial Services
Experience
US Bank  September 2006 - Present
The Private Client Reserve of U.S. Bank   September 2006 - Present
Telic, Corporation  March 2006 - May 2006
Scott Air Force Base  March 2006 - April 2006
Thompson Coburn, LLP  July 2000 - June 2005
St. Ambrose Catholic Elementary School   July 1998 - July 2000

Skills
High Net Worth..., Trust Services, Wealth Management, Banking, Estate Planning, Litigation, Trusts, Nonprofits, Intellectual Property, Wealth, Estate Administration, Legal Research

Education
St. Louis University School of Law   2002 — 2006
J.D., Law

Southern Illinois University   1996 — 1998
Bachelor of Arts, English

Illinois Wesleyan University   1992 — 1996
Bachelor of Arts, History

Ryan Lovill, CFP® Ryan Lovill, CFP® Kansas City, Missouri Details
Ryan Lovill, CFP®'s The Private Client Reserve of U.S. Bank Experience October 2015 - Present
Job Wealth Management Advisor at The Private Client Reserve of US Bank
Industry Investment Management
Experience
The Private Client Reserve of US Bank  October 2015 - Present
The Commerce Trust Company  January 2015 - September 2015
The Commerce Trust Company  November 2011 - December 2014
The Commerce Trust Company  March 2008 - November 2011
Blue Ridge Bank & Trust Co.   March 2006 - March 2008
Commerce Bank  August 2003 - March 2006

Skills
Wealth Management, Personal Financial..., Portfolio Management, Retirement Planning, Asset Allocation, Trust Services, Investments, Investment Strategies, Investment Management, Strategic Financial..., Mutual Funds, Asset Management, Estate Planning, Investment Advisory, Financial Planning

Education
University of Missouri-Kansas City   2007 — 2010
Master of Business Administration (M.B.A.), Finance, General

Benedictine College   1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General

Mullen High School

Jack Pierce Jack Pierce Chicago, Illinois Details
Jack Pierce's The Private Client Reserve of U.S. Bank Experience June 2014 - Present
Job Wealth Management Associate at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   June 2014 - Present
Coyote Logistics  August 2010 - June 2014
Denison University Athletic Department   October 2008 - May 2010
rEvolution  May 2009 - August 2009
Green to Tee Golf Academy   October 2004 - April 2008

Skills
Marketing, Management, Sponsorship, Social Media, Sales, CRM, Analytics

Education
Denison University   2006 — 2010
Bachelor of Arts, Economics, Communication

New Trier High School   2002 — 2006

John Osborn, CTFA John Osborn, CTFA San Francisco Bay Area Details
John Osborn, CTFA's The Private Client Reserve of U.S. Bank Experience October 2012 - November 2013
Job Vice President and Trust Officer at Mechanics Bank Wealth Management
Industry Financial Services
Experience
Mechanics Bank Wealth Management   December 2013 - Present
San Francisco State University  September 1999 - Present
The Private Client Reserve of U.S. Bank   October 2012 - November 2013
The Private Client Reserve of U.S. Bank   February 2011 - October 2012
San Francisco Community Court   January 2009 - April 2011
Pillsbury Winthrop Shaw Pittman LLP  June 2004 - February 2011
Baker Instititute for Children with Hearing Loss   2008 - July 2010
San Francisco Paralegal Association  1995 - 2008
Cooley LLP  January 1996 - June 2004
Hanson Bridgett Marcus Vlahos and Rudy, LLP   June 1994 - December 1995

Skills
Estate Planning, Tax, Investments, Non-profits, Strategic Planning, Trusts, Financial Planning, Probate, Nonprofits, Strategic Financial..., Financial Services, Mergers & Acquisitions, Corporate Law, Corporate Governance, Litigation, Management, Private Equity, Legal Research, Intellectual Property, Securities, Due Diligence, Legal Assistance, Venture Capital

Education
The George Washington University

Jason M. Philips Jason M. Philips Naples, Florida Area Details
Jason M. Philips's The Private Client Reserve of U.S. Bank Experience October 2012 - Present
Job Private Banker at U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   October 2012 - Present
U.S. Bank   July 2005 - October 2012
U.S. Bank   May 2004 - July 2005
Beneficial / Household Finance   June 2002 - May 2004
Philips Enterprises   May 1998 - June 2002

Skills
Banking, Credit, Loans, Portfolio Management, Compliance, Analysis, Risk, Customer Relations, Asset, Customer Service, Real Estate, Mortgage, Mortgage Lending, Commercial Banking, Investments, Risk Management, Financial Risk, Financial Services, Finance

Education
William Woods University   2004 — 2005
MBA

University of Missouri-Columbia   1996 — 2001
BSBA, Managment

Robert S. Stevenson, CFA Robert S. Stevenson, CFA Boca Raton, Florida Details
Robert S. Stevenson, CFA's The Private Client Reserve of U.S. Bank Experience February 2013 - September 2013
Job Senior Vice President / Senior Investment Advisor
Industry Investment Management
Experience
PNC Wealth Management  August 2014 - Present
The Private Client Reserve of US Bank  February 2013 - September 2013
Northern Trust Company  1999 - 2013
SunTrust Bank  August 1994 - September 1999

Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation

Education
Stetson University   1988 — 1990
Master of Business Administration (M.B.A.), Finance, General

Lenoir-Rhyne University   1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General

Florida Graduate Trust School, University of South Florida, Tampa   1997 — 1997

Florida Trust School, University of South Florida, Tampa   1995 — 1996

Eric Purves Eric Purves Minneapolis, Minnesota Details
Eric Purves's The Private Client Reserve of U.S. Bank Experience July 2012 - Present
Job Personal Trust Associate, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   July 2012 - Present
U.S. Bank   June 2008 - July 2012
RBC Capital Markets  March 2008 - June 2008
Farmers Insurance  July 2007 - February 2008
U.S. Bank Corporate Trust   August 2006 - February 2007

Skills
Bonds, Loans, Financial Analysis, Loan Origination, Finance, Insurance, Investments, Mortgage Banking, Risk Management, Strategic Financial..., Life Insurance, Refinance, Retirement Planning, Residential Mortgages, Fixed Annuities, Financial Planning

Education
St. John's University   2002 — 2006
Bachelor of Arts (BA), Finance and Economics

Katy Bredemus Katy Bredemus Greater Minneapolis-St. Paul Area Details
Katy Bredemus's The Private Client Reserve of U.S. Bank Experience April 2015 - Present
Job Personal Trust Associate at The Private Client Reserve of U.S. Bank
Industry Law Practice
Experience
The Private Client Reserve of U.S. Bank   April 2015 - Present
U.S. Trust Bank of America Private Wealth Management   November 2009 - March 2015
Wills for Heroes  2010 - 2014
Wills for Heroes  2010 - 2014
Schmitz & Schmidt, PA   January 2009 - May 2009
Fleishman-Hillard Inc  May 2005 - November 2005
Texas Farm Bureau  August 2003 - December 2003

Skills
Trusts, Editing, Legal Writing, Legal Research, Wills, Nonprofits, Legal Assistance

Education
Hamline University School of Law   2006 — 2009
Juris Doctor

Baylor University   2001 — 2005
Bachelor of Arts, Journalism; Public Relations; Internationalism

Sue Kuraja Sue Kuraja Phoenix, Arizona Area Details
Sue Kuraja's The Private Client Reserve of U.S. Bank Experience March 2010 - December 2013
Job Director of Brokerage at MassMutual Financial Group Arizona
Industry Financial Services
Experience
MassMutual Financial Group Arizona   January 2014 - Present
The Private Client Reserve of U.S. Bank   March 2010 - December 2013
Mass Mutual Financial Group  December 2007 - April 2009
Allstate Financial  June 2006 - December 2007
Allstate Financial  February 2004 - May 2006
Bank One  June 2002 - January 2004

Skills
Wealth Management, Investments, Insurance, Fixed Annuities, Retirement, Sales, Series 7, Financial Advisory, Life Insurance, Management, Series 63, Mutual Funds, Investment Management, Wealth, Business Development, Series 6, Asset Allocation, High Net Worth..., Private Banking, Sales Operations

Education
Northern Illinois University   1996 — 1997
BS, Marketing

Northern Illinois University   1994 — 1997
Bachelor of Science (B.S.), Marketing

Ken Carraro Ken Carraro Portland, Oregon Area Details
Ken Carraro's The Private Client Reserve of U.S. Bank Experience April 2014 - Present
Job Board Member at Oregon Ballet Theatre
Industry Financial Services
Experience
Oregon Ballet Theatre  June 2015 - Present
The Private Client Reserve of U.S. Bank   April 2014 - Present
US Bank  May 2012 - April 2014
Carraro Consulting   June 2010 - April 2012
Ameriprise Financial Services, Inc.   2009 - 2010
Planar Systems  2008 - 2008
International Risk Consultants  2001 - 2008
Xerox Corporation  2000 - 2001
Tektronix  1997 - 2001
Bank of America  1990 - 1997

Skills
Banking, Financial Analysis, Risk Management, Strategic Planning, Budgets, Business Strategy, Business Development, Project Management, Negotiation, New Business Development, Team Building, Public Speaking, Business Planning, Customer Service, Program Management, Analysis, Team Leadership, Managerial Finance, Sales Management, Market Research, Finance, Loans, Credit, Marketing, International Trade, Entrepreneurship, Coaching, Trade Finance, Financial Modeling

Education
Cornell University   1982 — 1984
MS, Agricultural Economics

University of Illinois at Urbana-Champaign
BS, Business Management

Amy Foo Amy Foo Greater Los Angeles Area Details
Amy Foo's The Private Client Reserve of U.S. Bank Experience May 2014 - Present
Job U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   May 2014 - Present
Morgan Stanley  May 2009 - April 2014
Cantor Fitzgerald  February 2008 - May 2009
JPMorgan Chase  May 2007 - February 2008
People's Choice Home Loan  January 2006 - April 2007
Washington Mutual  October 2005 - February 2006
Accredited Home Lenders  December 2003 - October 2005

Skills
Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management, Marketing, Mutual Funds, Wealth Management, Strategic Planning, Mortgage Lending, Sales, FINRA, CRM, B2B, Finance

Education
University of Connecticut   2000 — 2003
B.A.

Paul Anderson, CFP® Paul Anderson, CFP® Greater Nashville Area Details
Paul Anderson, CFP®'s The Private Client Reserve of U.S. Bank Experience 2006 - Present
Job Managing Director & Senior Portfolio Manager with Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank   2006 - Present
UBS  2002 - 2005
Wachovia  2000 - 2002
J.C. Bradford   1993 - 2000

Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management

Education
Penn State University   1983 — 1987
BS, Economics

Garett Feldkamp, CWS Garett Feldkamp, CWS Cincinnati Area Details
Garett Feldkamp, CWS's The Private Client Reserve of U.S. Bank Experience October 2013 - Present
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   October 2013 - Present
KeyBank  October 2011 - October 2013
Bank of America Merrill Lynch  December 2009 - October 2011
Charles Schwab  2007 - December 2010
Fidelity Investments  December 2006 - December 2007
Fidelity Investments  June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS   October 1997 - June 1999
Fifth Third Bank  July 1996 - October 1997

Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning

Education
Northern Kentucky University   2001 — 2005
MBA, Master, Business Administration

University of Kentucky   1992 — 1996
BBA, Business Management

Jackie Kaullen Watson Jackie Kaullen Watson Greater St. Louis Area Details
Jackie Kaullen Watson's The Private Client Reserve of U.S. Bank Experience November 2009 - Present
Job Wealth Management Advisor, VP at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   November 2009 - Present
The Private Client Reserve of U.S. Bank   February 2004 - November 2009

Skills
Certified Financial..., Wealth Management, Loans, Credit, Banking, Commercial Banking, Investments, Private Banking, Consumer Lending, Retirement Planning, Financial Analysis, Lines Of Credit, Strategic Financial..., Asset Allocation, Financial Services, Financial Planning

Education
University of Missouri-Columbia   1993 — 1997
Bachelor of Science (BS), Personal Finance

Orville Kronk Orville Kronk Myrtle Beach, South Carolina Area Details
Orville Kronk's The Private Client Reserve of U.S. Bank Experience August 2008 - May 2013
Job Versatile Financial Services Problem Solver
Industry Financial Services
Experience
Vanderbilt-Ingram Cancer Center  2005 - Present
Wells Fargo Private Bank  June 2013 - September 2014
The Private Client Reserve of US Bank  August 2008 - May 2013
Bank of America  2001 - 2006
Bank of America  1987 - 2006

Skills
Wealth Management, Investments, Banking, Financial Services, Finance, Wealth, Wealth Management..., Asset Management, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Fixed-income Strategies, Risk Management, Strategic Planning, Multi-generational..., Relationship Management, Asset Allocation, Securities, Loans, Financial Planning, Mortgage Lending

Education
Southern Methodist University - Cox School of Business   1984 — 1986
MBA, Finance, Marketing, 3.50

Vanderbilt University   1976 — 1980
BS, Economics, 3.80

Ted Austin, CFP® Ted Austin, CFP® Portland, Oregon Area Details
Ted Austin, CFP®'s The Private Client Reserve of U.S. Bank Experience 1993 - Present
Job Senior Vice President and Market Leader of The Private Client Reserve of U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   1993 - Present
University of Portland - Pamplin School of Business   2004 - December 2012
CFP Board of Examiners   2001 - 2004

Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Private Banking, Financial Advisory, Portfolio Management, Financial Planners, Personal Finance, Investments, Asset Managment, Finance, Leadership, Asset Allocation, Banking, Loans, Asset Management, Commercial Lending, Financial Planning, Investment Advisory, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Risk Management, Certified Financial..., 401k, Wealth

Education
University of Oregon   1985 — 1989
Bachelor of Arts, Political Science

The College of Financial Planning
Certificate in Financial Planning

James Doolittle, CFA James Doolittle, CFA Greater Seattle Area Details
James Doolittle, CFA's The Private Client Reserve of U.S. Bank Experience March 2009 - September 2012
Job V.P. & Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  October 2012 - Present
The Private Client Reserve of U.S. Bank   March 2009 - September 2012
Northern Trust Bank  May 2000 - February 2008
SunTrust Bank  January 1996 - April 2000
State of Florida (Treasurer's Office)   August 1994 - January 1996
Merrill Lynch  January 1983 - May 1994
Merrill Lynch  January 1980 - December 1982
Merrill Lynch  December 1977 - December 1979

Skills
Investment Strategies, Alternative Investments, Portfolios, Endowments, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Equities, Economics, Estate Planning, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Investment Management, Private Banking, Strategic Financial..., Securities, Valuation, Financial Services, Wealth Management

Education
CFA Institute   1993 — 1995
Chartered Financial Analyst, Finance

Florida Atlantic University   1973 — 1977
B.B.A., Finance

Nuveen Wealth Management Institute

Trust School and Graduate Trust School
Finance

Jack Wheeler, CFA Jack Wheeler, CFA Kansas City, Missouri Area Details
Jack Wheeler, CFA's The Private Client Reserve of U.S. Bank Experience December 2010 - December 2011
Job President at Kansas City Private Wealth Management
Industry Investment Management
Experience
Kansas City Private Wealth Management   September 2014 - Present
BMO Private Bank  December 2011 - July 2014
The Private Client Reserve of US Bank  December 2010 - December 2011
US Bank Charitable Services Group   September 2006 - December 2010
US Bank  2001 - 2005

Skills
Wealth Management, Asset Managment, Investments, Portfolio Management, Private Banking, Equities, Investment Strategies, Alternative Investments, Investment Management, Fixed Income, Strategic Financial..., Banking, Wealth Management..., Financial Analysis, Securities, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Finance, Asset Management, Financial Planning

Education
The Robert Gordon University   2005 — 2006
Master of Science Financial Mangement, Finance

Oregon State University   1997 — 2000
Bachelors of Science, Exercise and Sports Science

Jack Frencho Jack Frencho Columbus, Ohio Details
Jack Frencho's The Private Client Reserve of U.S. Bank Experience September 2014 - Present
Job Senior Vice President Wealth Management Advisor, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   September 2014 - Present
KeyBank  February 2006 - September 2014
Fifth Third Bank  2001 - 2006

Skills
Relationship Building, Wealth Management, Financial Services, Portfolio Management, Banking, Credit, Commercial Banking, Investments, Commercial Lending, Relationship Management, Credit Analysis, Finance, Mortgage Lending, Private Banking, Financial Analysis, Small Business Lending

Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting

Rodney Hare Rodney Hare Saint Louis, Missouri Details
Rodney Hare's The Private Client Reserve of U.S. Bank Experience June 2012 - Present
Job Vice President, Wealth Management Advisor The Private Client Reserve at US Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   June 2012 - Present
Fifth Third Bank  November 2007 - January 2010
JP Morgan Private Client Services   May 1999 - September 2007
Advantus Capital Management  June 1997 - May 1999

Skills
Portfolio Management, Banking, CRM, Mutual Funds, Financial Services, Credit, Wealth Management, Securities, Series 7, Leadership, Equities, Investments, Asset Management, Risk Management, Mortgage Lending, Investment Management, Finance, Wealth, Financial Risk

Education
Concordia University-St. Paul
Bachelor of Arts (B.A.), Marketing

Roxana Petty Roxana Petty Santa Barbara, California Area Details
Roxana Petty's The Private Client Reserve of U.S. Bank Experience January 2011 - February 2012
Job Executive Administrator
Industry
Experience
Bloomer's Floral & Design   January 2012 - Present
Balance Financial Management  February 2012 - November 2013
The Private Client Reserve of US Bank  January 2011 - February 2012
American Riviera Bank  February 2008 - December 2010
Community West Bank  June 2005 - March 2008
Computer Associates (CA) - XECA   September 2000 - June 2005

Skills
Financial Reporting, Wealth Management, Office Management, Customer Service, Loans, Accounts Payable, QuickBooks, Management

Education
Santa Barbara City College   1998 — 2000

Barrett Sylvia Barrett Sylvia Chicago, Illinois Details
Barrett Sylvia's The Private Client Reserve of U.S. Bank Experience June 2014 - Present
Job Investment Management Associate at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   June 2014 - Present
University of Dayton  August 2011 - May 2014
Grey Group  June 2013 - August 2013
Grey Group  May 2012 - August 2012

Skills
Financial Analysis, Accounting, Finance, Financial Accounting, Equities, Financial Modeling, Microsoft Excel, Equity Capital Markets, Leadership

Education
University of Dayton   2010 — 2014
Bachelor of Science (BS), Accounting and Finance

Fairfield College Preparatory School   2006 — 2010
High School

Paul Dadlez Paul Dadlez Greater Minneapolis-St. Paul Area Details
Paul Dadlez's The Private Client Reserve of U.S. Bank Experience September 2009 - September 2013
Job Director, Wealth Advisory ServicesTwin Cities at Alerus Financial
Industry Financial Services
Experience
Alerus Financial  September 2013 - Present
The Private Client Reserve of U.S. Bank   September 2009 - September 2013
Anchor Wealth Management   May 2007 - September 2009
UBS Financial Services  March 2006 - May 2007
US Bank NA  December 1999 - March 2006
Joseph M. Goldberg & Associates   July 1996 - December 1999

Skills
Investments, Investment Management, Insurance, Wealth Management, Portfolio Management, Banking, Asset Management, Loans, Commercial Banking, Strategic Financial..., Private Banking, Wealth Management..., Retirement Planning, Wealth, Commercial Lending, Finance

Education
University of Saint Thomas - School of Business   1997 — 2002
MBA

Hamline University School of Law   1991 — 1994
Juris Doctor, Dean’s List Fall 1992, Fall 1993, Spring 1994

University of Wisconsin-Madison   1983 — 1988
Bachelor of Arts, Communication Arts

John Romero John Romero Greater Denver Area Details
John Romero's The Private Client Reserve of U.S. Bank Experience May 2011 - Present
Job Vice President, Private Banker at The Private Client Reserve of U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   May 2011 - Present
The Private Client Reserve of U.S. Bank   October 2008 - May 2011
U.S. Bank   May 2006 - October 2008

Skills
Financial Analysis, Business Relationship..., Spanish-speaking, Outstanding..., Cash Flow Lending, Commercial Real Estate..., C&I Lending, Wealth Management, Portfolio Management, Credit, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Banking, Retail Banking, Finance, Loans, Financial Services, Lines Of Credit

Education
University of Colorado at Boulder   2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

Rocky Sperka Rocky Sperka Greater Milwaukee Area Details
Rocky Sperka's The Private Client Reserve of U.S. Bank Experience March 2010 - Present
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   March 2010 - Present

Skills
Commercial Lending, Credit, Commercial Banking, Loans, Wealth Management, Banking, Asset Managment, Investment Strategies, Investments, Estate Planning, Asset Management, Strategic Financial..., High Net Worth..., Private Banking, Portfolio Management, Wealth Management..., Financial Planning

Education
Ball State University - College of Business   1980 — 1984
Bachelor of Science, Accounting

Jerry Rixie CFP, CPA, Trusted Advisor Jerry Rixie CFP, CPA, Trusted Advisor Greater Chicago Area Details
Jerry Rixie CFP, CPA, Trusted Advisor's The Private Client Reserve of U.S. Bank Experience January 2013 - Present
Job Wealth Management Consultant at The Private Client Reserve, U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   January 2013 - Present
Calamos Family Partners   December 2010 - April 2012
Relational Technology Solutions  June 2008 - May 2010
CA Technologies  April 2004 - April 2008
Tellabs  January 2001 - January 2003
Comdisco, Inc.   March 1993 - March 2001
KEMPER LESNIK ORGANIZATION   January 1991 - January 1993
Ernst & Young  January 1985 - January 1991

Skills
Strategic Financial..., Financial Reporting, Financial Modeling, Financial Analysis, Mergers, Accounting, Forecasting, Sarbanes-Oxley Act, Finance, Corporate Finance, Risk Management, Cash Flow, Internal Controls, Budgets, Investments, Process Improvement, Business Strategy, Start-ups, Private Equity, Strategic Planning, GAAP, Tax, Banking, Due Diligence, Treasury, Financial Services, Restructuring, Leadership, IPO, SEC filings, Negotiation, US GAAP, Sarbanes-Oxley, Acquisition Integration, Business Process..., Business Development, Auditing

Education
Northwestern University   2011 — 2013
Certified Financial Planner Program

DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1994
MBA, Finance

Michigan State University   1981 — 1985
BA, Finance and Accounting

Helen Zhou Helen Zhou San Francisco Bay Area Details
Helen Zhou's The Private Client Reserve of U.S. Bank Experience July 2012 - Present
Job Senior Vice President, Managing Director at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   July 2012 - Present
Wells Fargo Private Bank  June 2007 - July 2012
Citi Private Bank  September 2004 - June 2007
Merrill Lynch  2002 - September 2004

Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change

Donald T. Regan School of Advanced Financial Management   2003 — 2003
Certified Financial Manager

University of California, San Diego   2000 — 2003
BA, Economics

Tammi Griswold, CTFA Tammi Griswold, CTFA Sacramento, California Area Details
Tammi Griswold, CTFA's The Private Client Reserve of U.S. Bank Experience April 2012 - November 2013
Job Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  November 2013 - Present
The Private Client Reserve of U.S. Bank   April 2012 - November 2013
Borel Private Bank & Trust Company  February 2007 - May 2012
Meadowood Napa Valley  February 2005 - November 2005
California State Assembly  December 2002 - February 2005
California State Senate  May 2000 - December 2002
The Bovee Company   1999 - 2000

Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory

Education
Cannon Financial Institute   2007 — 2010
Personal Trust, Honor Graduate

San Diego State University-California State University   1994 — 1999
BS, Political Science

Jeffrey Moats Jeffrey Moats Cleveland/Akron, Ohio Area Details
Jeffrey Moats's The Private Client Reserve of U.S. Bank Experience May 2007 - February 2015
Job Financial Center Manager at Dollar Bank, FSB
Industry Banking
Experience
Dollar Bank, FSB  February 2015 - Present
The Private Client Reserve of U.S. Bank   May 2007 - February 2015
U.S. Bank N.A.   September 2004 - May 2007
Fifth Third Bank  July 2002 - September 2004

Skills
Banking, Wealth Management, Credit, Commercial Banking, Small Business Lending, Investments, Consumer Lending, Credit Analysis, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Retail Banking, Insurance, Business Development, Loans, Commercial Lending, Finance

Education
Cleveland State University - Cleveland-Marshall College of Law   1989 — 1992
Juris Doctor, Law

University of Pittsburgh   1984 — 1987
BA, Political Science / Economics

Brad Scott Brad Scott Kansas City, Missouri Area Details
Brad Scott's The Private Client Reserve of U.S. Bank Experience January 2010 - Present
Job Market Leader at US Bank Private Client Reserve
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   January 2010 - Present
Commerce Trust Company  January 1994 - January 2011
Commerce Trust Company  1994 - 2011

Skills
Investments, Private Banking, Trust Services, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Investment Management, Asset Allocation, Banking, Commercial Banking, Credit Analysis, Credit, Retirement Planning, Investment Advisory, Wealth Management..., Commercial Lending, Financial Services, Investment Strategies, Financial Advisory, Risk Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Loans, Mutual Funds, Series 7, Asset Management, High Net Worth..., Mortgage Lending, Equities, Relationship Management, Wealth, Retirement, Wealth Management

Education
Kansas City Tomorrow   2011 — 2012
N/A

Missouri Western State University   1986 — 1992
BS, Economics & Marketing

Lafayette High School   1980 — 1984
Diploma

rhae yancey rhae yancey Greater St. Louis Area Details
rhae yancey's The Private Client Reserve of U.S. Bank Experience April 2007 - Present
Job Vice President, Market Development Manager, East Region
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   April 2007 - Present
consultant  September 1992 - April 2007

Education
Florida State University
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

University of Missouri-Saint Louis
Bachelor's degree, Mass Communication/Media Studies

Kristin Schoephoerster Kristin Schoephoerster Minneapolis, Minnesota Details
Kristin Schoephoerster's The Private Client Reserve of U.S. Bank Experience June 2015 - Present
Job Vice President, Senior Wealth Planner at U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   June 2015 - Present
WELLS FARGO PRIVATE BANK  May 2007 - June 2015
THE COLUMNS RESOURCE GROUP   March 2005 - March 2007
U.S. TRUST COMPANY   January 2001 - March 2005
Resource Companies   January 1995 - January 2001
Resource Companies   January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC  January 1991 - January 1992
STAFFORD & ASSOCIATES   January 1984 - January 1987

Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation

Education
University of Minnesota Law School   1987 — 1990
Juris Doctor, Law

The American College   1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning

St. Olaf College   1979 — 1983
B.A., English

Heather Patrek, CFP® ChFC® CLU® Heather Patrek, CFP® ChFC® CLU® Greater Minneapolis-St. Paul Area Details
Heather Patrek, CFP® ChFC® CLU®'s The Private Client Reserve of U.S. Bank Experience September 2015 - Present
Job VP Wealth Management Advisor, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   September 2015 - Present

Skills
Investments, Wealth Management, Financial Services, Loans, Management, Finance, Financial Advisory, Banking, Consumer Lending, Commercial Lending, Commercial Banking, Mortgage Lending, Retirement Planning, Credit, Portfolio Management, Strategic Financial...

Education
University of Minnesota-Twin Cities   1998 — 2002
BA, Professional Journalism, Advertising, Communication Studies

The American College   2008 — 2010
ChFC(R), CLU(R)

Boston University, Center for Professional Education   2006 — 2008
Financial Planning

Christy Colvin Christy Colvin Kansas City, Missouri Area Details
Christy Colvin's The Private Client Reserve of U.S. Bank Experience July 2012 - Present
Job The Private Client Reserve of US Bank
Industry Banking
Experience
The Private Client Reserve of US Bank  July 2012 - Present
The Women's Foundation of Greater Kansas City  June 2013 - Present
The PrivateBank and Trust Company  May 2007 - July 2012
M&I/Gold Bank/George K. Baum Trust Company   December 2000 - May 2007

Skills
Sales Management, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Loans, Portfolio Management, Asset Allocation, Banking, Private Banking, Credit, Small Business Lending, Commercial Banking, Strategic Planning, Asset Managment, Relationship Management, Asset Management, Commercial Lending, Credit Analysis, Mortgage Lending, Financial Planning, Insurance Planning

Education
College for Financial Planning   2014 — 2014
AWMA, Accredited Wealth Management Advisor

University of Missouri-Kansas City   2004 — 2006
MBA, Business & Entrepreneurship

University of Missouri - Kansas City   1997 — 2000
Bachelor of Business Administration (BBA)

Missouri State University   1996 — 1997

Missouri Department of Insurance
Life Accident and Health Insurance Producer

Institute of Certified Bankers
Certified Trust and Financial Advisor, Personal Trust

Christopher Turoci Christopher Turoci Greater Los Angeles Area Details
Christopher Turoci's The Private Client Reserve of U.S. Bank Experience July 2013 - December 2013
Job Founding Partner at Prominence Capital Partners
Industry Financial Services
Experience
Prominence Capital Partners   September 2014 - Present
The Private Client Reserve of U.S. Bank   July 2013 - December 2013
C. K. Cooper & Company   October 2005 - August 2012
Merrill Lynch  April 1998 - August 2005

Skills
Premium Financing, Insurance, Alternative Investments, Series 7, Asset Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Private Equity, Financial Modeling, Series 24, Series 66, Series 31, Investment Banking, Estate Planning, Financial Advisory, Asset Based Lending, Cash Management, Wealth Management, Financial Planning, Finance

Education
California State University-San Bernardino - College of Business and Public Administration   1987 — 1993
Bachelors, Business Management

Lisa A. Bissonette Lisa A. Bissonette Greater Chicago Area Details
Lisa A. Bissonette's The Private Client Reserve of U.S. Bank Experience 2013 - April 2015
Job "Lisa’s talents go well beyond those of a highlevel Executive Assistant. She is extremely bright, ambitious & engaged."
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   2013 - April 2015
J.P.Morgan, Private Wealth Management   2007 - 2009
Danaher  2007 - 2007
United Airlines  2006 - 2007
McDonald's Corporation  2006 - 2006
Medtronic  1993 - 2006

Education
Elgin Community College

Tori DeLeonardo Tori DeLeonardo Jupiter, Florida Details
Tori DeLeonardo's The Private Client Reserve of U.S. Bank Experience June 2014 - July 2014
Job J.D. Candidate, Nova Southeastern University
Industry Law Practice
Experience
Broward County State Attorney's Office  September 2015 - Present
Broward County State Attorney's Office  May 2015 - July 2015
The Private Client Reserve of US Bank  June 2014 - July 2014
Kirwan, Spellacy & Danner, P.A.   January 2013 - August 2013
Abacoa Property Owners Assembly   January 2013 - March 2013
Burns Entertainment & Sports Marketing  August 2012 - December 2012
Gainesville High School  January 2012 - April 2012
Miami Dolphins & Sun Life Stadium  June 2011 - August 2011
Keep Flippin Gymnastics   May 2010 - August 2010
DECA Inc.  April 2009 - April 2010

Skills
Microsoft Office, Public Speaking, Event Planning, Cpr Certified, Outstanding..., Writing, Westlaw, LexisNexis, Legal Research, Legal Writing, Research

Education
Nova Southeastern University—Shepard Broad Law Center   2013 — 2016
Doctor of Law (J.D.) Candidate, 3.43

University of Florida   2009 — 2012
Bachelor of Science (B.S.), Sport Management, 3.1

Julie Chiu Julie Chiu San Jose, California Details
Julie Chiu's The Private Client Reserve of U.S. Bank Experience July 2012 - March 2015
Job Treasury Specialist at Plantronics
Industry Telecommunications
Experience
Plantronics  April 2015 - Present
The Private Client Reserve of US Bank  July 2012 - March 2015
Wells Fargo Private Bank  November 2008 - July 2012
Wells Fargo  July 2005 - November 2008

Skills
Notary Public, Banking, Sales, Private Banking, Wealth Management, Portfolio Management, Retail Banking, Customer Service, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Wealth Management..., Cross Selling, Lotus Notes, Finance, Recruiting, Project Management, Event Planning

Education
University of California, Davis   2001 — 2005
Bachelor, Chinese and minor in Economics

Sarah Heck Sarah Heck Greater Chicago Area Details
Sarah Heck's The Private Client Reserve of U.S. Bank Experience May 2009 - May 2013
Job Account Manager at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management  February 2015 - Present
Northern Trust Wealth Management  May 2013 - February 2015
The Private Client Reserve of US Bank  May 2009 - May 2013
Park National Bank  2008 - 2009
Garrett Realty & Development, Inc.   January 2007 - August 2007

Skills
Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Strategic Financial..., PowerPoint, Project Management, Marketing Event Planning, New Business Development, Relationship Management, Mortgage Lending, Retirement, Business Development, Financial Planning, Analysis, Banking

Education
DePauw University   2005 — 2009
BA, English, Economics, Spanish

DePaul University   2014 — 2016
Masters, Wealth Management

Omar Chyou, MBA, AWMA® Omar Chyou, MBA, AWMA® San Francisco Bay Area Details
Omar Chyou, MBA, AWMA®'s The Private Client Reserve of U.S. Bank Experience April 2012 - Present
Job SVP | Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank   April 2012 - Present
Wells Fargo Private Bank  October 2009 - February 2012
Citi Private Bank  October 2002 - June 2009
UBS  July 2002 - October 2002
Goldman Sachs  October 2000 - February 2002
Wells Fargo Private Bank  April 1998 - October 2000
Wells Fargo  January 1996 - April 1998

Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds

Education
IE Business School   2013 — 2014
Master of Business Administration (M.B.A.)

University of California, Santa Cruz   2006 — 2007
Certificate, Personal Financial Planning

Stanford University   1991 — 1996
Bachelor's Degree, AB, Economics

Seth Scholar Seth Scholar San Francisco Bay Area Details
Seth Scholar's The Private Client Reserve of U.S. Bank Experience May 2011 - Present
Job
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank   May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors)   February 2010 - May 2011
Tamalpais Wealth Advisors   May 2005 - February 2010
Sand Hill Advisors  November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC   April 1993 - August 2002
Hambrecht & Quist  November 1989 - April 1993
Bear Stearns  September 1987 - November 1989

Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds

Education
University of California, Santa Barbara   1984 — 1987
BA, Business / Economics

University of California, Berkeley Extension   2006 — 2008
Graduate Certificate, Personal Financial Planning

Suzanne Richards Hungerford Suzanne Richards Hungerford Portland, Oregon Area Details
Suzanne Richards Hungerford's The Private Client Reserve of U.S. Bank Experience June 2002 - Present
Job
Industry Marketing and Advertising
Experience
The Private Client Reserve of U.S. Bank   June 2002 - Present

Skills
Marketing Communications, Marketing Strategy, Social Media Marketing, Social Media, Marketing, Public Relations, Strategic Planning, Business Development, Brand Management, Email Marketing, Advertising, Account Management, Online Advertising, Brand Development, Media Relations, SEM, Market Research, Event Planning, Strategic Partnerships, Sales Management, Integrated Marketing, Strategic Communications, Social Networking, Leadership

Education
Oregon State University   1990 — 1992
MBA

University of Oregon   1986 — 1990
BA, Communications & Marketing

John Paul Sweeney John Paul Sweeney Greater Chicago Area Details
John Paul Sweeney's The Private Client Reserve of U.S. Bank Experience December 2013 - Present
Job Vice President, Senior Trust Officer at The Private Client Reserve of US Bank
Industry Financial Services
Experience
The Private Client Reserve of US Bank  December 2013 - Present
The PrivateBank and Trust Company  February 2002 - July 2013
Chicago Trust Company  2000 - 2002

Skills
Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Asset Allocation, Due Diligence, Cash Management, High Net Worth..., Estate Planning, Investments, Asset Managment, Risk Management, Accounting, Personal Trust..., Wealth Management..., Financial Planning

Education
De Paul University
Juris Doctor (J.D.)

De Paul University
Master's Degree, Taxation

University of Notre Dame
Bachelor's Degree, Accounting

Renee Santanni Renee Santanni Greater Minneapolis-St. Paul Area Details
Renee Santanni's The Private Client Reserve of U.S. Bank Experience December 2013 - Present
Job Chief of Staff, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   December 2013 - Present
The Private Client Reserve of U.S. Bank   June 2009 - December 2013
Piper Jaffray  March 2005 - May 2009
U.S. Bank   2001 - 2005

Skills
Finance, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Leadership, Strategy, Risk Management, Banking, Business Development, Forecasting, Management, Business Strategy

Education
St. Cloud State University   1998 — 2000
BA, Economics

University of Wisconsin-Madison   1994 — 1997

Mike Marmis Mike Marmis Scottsdale, Arizona Details
Mike Marmis's The Private Client Reserve of U.S. Bank Experience June 2010 - December 2012
Job Managing Director of YAM Capital Private Lending
Industry Commercial Real Estate
Experience
YAM Capital   December 2012 - Present
The Private Client Reserve of U.S. Bank   June 2010 - December 2012
United Companies, Inc.   April 2006 - May 2010

Skills
Business Development, Investments, Asset Managment, Alternative Investments, Equities, Real Estate Development, Banking, Commercial Lending, Real Estate Lending, Estate Planning, Insurance, Fixed Income, Wealth Management, Wealth Preservation..., Commercial Real Estate, Spanish-speaking, Due Diligence, Corporate Finance, Private Equity, Financial Structuring, Valuation, Venture Capital, Investment Management, Investment Properties, Acquisitions, Joint Ventures, Securities, Real Estate Transactions, Mortgage Lending, Real Estate Financing, Land Acquisition, Entitlements, Credit, Leases, Disposition, Real Estate Economics, Corporate Real Estate, Commercial Mortgages, Asset Based Lending, High Net Worth..., Loan Origination, Credit Analysis

Education
University of Arizona, Eller College of Management   1995 — 1998
M.B.A., Finance

University of Arizona, James E. Rogers College of Law   1994 — 1998
Juris Doctor, Law

University of California, Santa Barbara   1988 — 1992
Bachelor of Arts (B.A.), Political Science - International Relations

Dean M Scheinert, CFA Dean M Scheinert, CFA Phoenix, Arizona Area Details
Dean M Scheinert, CFA's The Private Client Reserve of U.S. Bank Experience 2014 - Present
Job Senior Vice President at The Private Client Reserve of U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank   2014 - Present
J.P. Morgan- The Private Bank   2012 - 2014
Wood Creek Capital Management, LLC   2006 - 2012
Auda Alternative Investments  2002 - 2006
Perry Capital  1997 - 2001
Cowen & Company  1995 - 1997
Travelers Inc. (Parent) and Smith Barney (Subsidiary)   1988 - 1995

Education
University of Pennsylvania - The Wharton School   1983 — 1985
MBA, Finance

Tufts University   1977 — 1981
Bachelor of Arts (B.A.), Economics, Summa Cum Laude

Aaron Seitz Aaron Seitz Palm Beach, Florida Details
Aaron Seitz's The Private Client Reserve of U.S. Bank Experience February 2008 - Present
Job Trust Officer
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   February 2008 - Present
U.S. Bank Institutional Trust & Custody   February 2005 - January 2008
O´Bannon Creek Golf Club  March 1996 - November 2004

Skills
Banking, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management...

Education
Florida Atlantic University
Executive MBA International Business, Executive MBA Candidate

University of Cincinnati   1999 — 2004
Bachelor of Arts, Business Economics

Bowling Green State University   2002 — 2003
Studied abroad at the Universidad de Alcalá de Henares, Spanish and Iberian Studies

Kelly Imamura Kelly Imamura Greater New York City Area Details
Kelly Imamura's The Private Client Reserve of U.S. Bank Experience April 2011 - Present
Job Vice President and Regional Financial Planner at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   April 2011 - Present
PNC Wealth Management  September 2005 - July 2011
Northwestern Mutual  January 1999 - August 2005
Citigroup  August 1986 - December 1998

Skills
Asset Management, Estate Planning, Asset Allocation, Risk Management, Investments, Financial Planning, Retirement, Accounting, Finance, Tax, Wealth Management, Business Planning, Mutual Funds, Portfolio Management, Analysis, Insurance, Leadership Development

Education
New York University School of Law   1981 — 1984
LLM, Tax

Columbia Law School   1977 — 1980
JD, Law

The University of Chicago   1974 — 1976
BA, Economics

Chris Schifano Chris Schifano Greater Milwaukee Area Details
Chris Schifano's The Private Client Reserve of U.S. Bank Experience May 2006 - Present
Job Senior Vice President, Private Banker at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   May 2006 - Present
U.S. Bank   July 1998 - May 2006
U.S. Bank   August 1996 - July 1998

Skills
High Net Worth..., Mortgage Banking, Private Banking, Professional Service..., Commercial Lending, Deposits, Financial Structuring, Lines Of Credit, Financial Institutions, Residential Mortgages, Commercial Mortgages, Financial Risk, Credit Cards, Asset Based Lending, Refinance, Home Equity Lines of..., Credit Analysis, Banking, Loans, Wealth Management, Construction Loans, Credit

Education
Pacific Coast Banking School   2011 — 2013

Cardinal Stritch University   2003 — 2006
MBA

University of Wisconsin-Milwaukee   1990 — 1993
Bachelor's degree, Economics

Matthew DeBlasi Matthew DeBlasi Scottsdale, Arizona Details
Matthew DeBlasi's The Private Client Reserve of U.S. Bank Experience May 2014 - April 2015
Job Mortgage Loan Originator, U.S. Bank
Industry Financial Services
Experience
U.S. Bank   April 2015 - Present
The Private Client Reserve of US Bank  May 2014 - April 2015
BrokerTec/ICAP   July 2001 - May 2014

Skills
Sales, Fixed Income, Banking, Capital Markets, Bloomberg, Credit, Electronic Trading, Finance, Equities, Financial Markets, Investments, Risk Management, Series 7, Wealth Management

Education
Muhlenberg College   1997 — 2001
BA, Business Administration/Political Science

Muhlenberg College

Jonathan Wheeler Jonathan Wheeler Naples, Florida Area Details
Jonathan Wheeler's The Private Client Reserve of U.S. Bank Experience December 2012 - August 2015
Job Accounting Manager at Fireservice USA
Industry Investment Management
Experience
Fireservice   August 2015 - Present
The Private Client Reserve of U.S. Bank   December 2012 - August 2015
Lexington Asset Management   December 2010 - October 2012
Morgan Stanley  July 2009 - December 2010
SunTrust Bank  2008 - 2009

Skills
Wealth Management, Operations Management, Operating Budgets, Financial Reporting, Auditing, Fund Administration, Compliance, Hedge Funds, Fund Of Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Invoicing, Third Party Reporting, Third Party Vendor..., Trading, Financial Markets, Investment Management, Asset Management, Banking, Investment Advisory, Financial Advisory, Commodity, Investment Strategies, Bonds, Wealth Management..., Finance, Strategic Financial..., Financial Planning

Education
Florida Gulf Coast University   2009 — 2010
BS, Finance

Nancy Brackmann Nancy Brackmann Greater Chicago Area Details
Nancy Brackmann's The Private Client Reserve of U.S. Bank Experience July 2014 - Present
Job Senior Trust Officer
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank   July 2014 - Present
The Private Client Reserve of U.S. Bank   July 2014 - Present

Education
CFP Board   2012 — 2013
CERTIFIED FINIANCIAL PLANNER (R)), Financial Planning and Services

University of Illinois at Urbana-Champaign   1974 — 1978
Bachelor of Applied Science (BASc)

DePaul University   2010 — 2012
Professional Continuing Education Program, Financial Planning and Services

Cannon Trust School   1998 — 2000